Goodman Advisory Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-354
Closed -$15K 142
2022
Q3
$15K Sell
354
-36
-9% -$1.53K 0.01% 104
2022
Q2
$17K Sell
390
-35,268
-99% -$1.54M 0.01% 102
2022
Q1
$1.71M Sell
35,658
-667
-2% -$31.9K 0.59% 40
2021
Q4
$1.88M Buy
+36,325
New +$1.88M 0.63% 42